Apr. 21, 2014. U.S. President Barack Obama acts out the line “gnashed their terrible teeth” from the children’s book “Where the Wild Things Are” during the 136th annual Easter Egg Roll on the South Lawn of the White House in Washington. (Kevin Lamarque—Reuters) Here were the most read posts on TRB this week, in case you missed…

Let’s say, for argument’s sake, that the prices for startups, venture funds, luxury San Fran / NYC / Hamptons real estate, atrocious contemporary art, tech momentum stocks, the Nasdaq, the Russell 2000 and “cloud plays”  have peaked for the cycle. Let’s also say – again for argument’s sake because who really knows – that a…

I’ve been working on my newest book, co-written with my friend Jeff Macke, for the last 12 months. I’m pleased to announce that Clash of the Financial Pundits is available for pre-order starting now! The book comes out thirty days from now on May 23rd. I hope you have as much fun reading it as…

Not much else to discuss this morning other than the slew of earnings reports hitting left and right. Also, it’s bring your child to work day for me and apparently my kid can’t go anywhere without bags of toys, spare clothes, snacks etc. So that’s going on right now… But here are some takeaways from…

I totally agree with David Einhorn’s assessment that we are witnessing “our second tech bubble in 15 years.” I agree mainly because of how nuanced his analysis is – he’s not calling the whole market a bubble or even the entire tech sector – he’s speaking about a select group of popular momentum names that…

Your morning financial links, expertly curated.